See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,532 | $56,897-16.5% | $84,750-43.9% | $62,891-24.4% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 48.46% | 6.30%+42.2pp | 22.78%+25.7pp | 20.14%+28.3pp |
| Employer contribution / active EE | $1,923 | $2,400-19.9% | $3,574-46.2% | $2,281-15.7% |
| Participant deferral / active EE | $4,313 | $2,709+59.2% | $3,712+16.2% | $3,203+34.7% |
| Admin fee / account holder | $10 | $3,581-99.7% | $5,332-99.8% | $4,296-99.8% |